Setting Up the Analysis and Trends Agent for Work Order AI Automation
This SOP outlines the steps to enable and configure the Analysis and Trends agent within the Work Order AI automation package, ensuring effective monitoring of work order costs and trends.
Key Steps
1. Accessing the Settings 0:13
Navigate to the main dashboard.
Close the AI Assistant if it is open.
Click on 'Settings'.
2. Enabling the Analysis and Trends Agent 0:30
Ensure the Work Order automation package is enabled.
Click the 'Enabled' button to activate the package.
3. Accessing Advanced Settings 0:41
Open the 'Advanced Settings' section.
Review the enabled flows listed.
4. Selecting a Flow for Analysis 0:55
Choose the type of analysis you want to perform (e.g., total cost of work orders).
Click 'Add Flow' to include it in your list.
5. Activating the Flow 1:15
Locate the newly added flow at the bottom of your flow list.
Activate the flow by clicking the activation button.
6. Configuring User Notifications 1:31
Select which users should receive alerts (defaults to the user who enabled it).
You can add multiple users.
7. Setting the Frequency of Analysis 1:38
Choose how often the analysis should run (daily, weekly, monthly).
Specify the look-back period for data analysis (e.g., last 30 days).
8. Customizing Alert Instructions 2:07
Specify any particular trends to monitor (e.g., alert if average work order cost increases by 100%).
Click 'Update' to save your settings.
9. Monitoring the Analysis Process 3:31
Refresh the page to see the progress of the analysis.
Check the 'In-Progress Actions' section to monitor ongoing tasks.
10. Reviewing Completed Actions 5:00
Once the analysis is complete, check the 'Completed Actions' section.
Review the alerts generated based on the analysis.
11. Archiving or Analyzing Alerts 6:08
Choose to archive alerts or click 'Analyze' to review the data further.
Submit the analysis request to recreate the steps.
12. Exporting Analysis Results 7:12
After analysis, export the results as a PDF for documentation.
Ensure the PDF contains the reasoning behind the trends.
Cautionary Notes
Ensure that the Work Order automation package is fully enabled before proceeding.
Double-check user selections to avoid missing important alerts.
Tips for Efficiency
Regularly review and update the analysis parameters to reflect current business needs.
Set alerts to run at times when you are available to review them for maximum effectiveness.